Qualify a Lead
You can qualify a lead once you’ve reviewed their query and found it to be a good fit for your services.
Things to Keep in Mind
- Owners and Managers can mark any lead as Qualified
- Qualifying a lead automatically converts it into an Open Deal. As part of this step, you will need to add a plan to the lead.
- Once the plan is added, the lead receives a unique link to purchase that plan. If they complete the purchase, the deal is automatically marked as Won.
How to Qualify a Lead
- Go to Leads: Navigate to Leads from your sidebar.
- Open a Lead: Click on the lead you want to update to open the Summary view.
- Click Qualify to change the status of the lead.
- Attach Plan: Search the right plan and add it to the lead.
- Copy Link: Share the generated plan link with the contact.
Need More Help?
Contact our support team.